Operations Associate

| Acorns Securities

At Acorns, we’re building a different kind of investing experience – one that looks after the financial best interests of the up-and-coming. The Acorns team is passionate about pursuing our mission and living our values. It all begins with Heart. Our Heart leads us in everything we do. It allows us to make bold decisions, build trust, grow and advance our society. Come find your place at Acorns and join us in the revolution.

Acorns is seeking an Operations Associate to build and maintain customers’ trust in Acorns as a revolutionary investing service.

As an Operations Associate, you’ll provide oversight for a variety of operational tasks and reconciliation processes. Duties may include: approving new accounts, processing documentation from outside firms, reconciling transactions; reviewing monthly statements; producing department level reporting using multiple sources; creating or revising departmental procedures. Providing training or work instructions for staff. Provide support to our servicing team. Reports to Operations Managers.

Job Description:

• Review that corporate actions are processed correctly, resolving trade errors, identifying suspense positions, etc.
• Review monthly statements
• Interface with clearing firm to review trade reports and quarterly trade activity
• Provide oversight of policies and procedures
• Open new accounts
• Verify incoming deposits and approve withdrawal requests

Job Requirements:

• BA/BS degree required, preferably in Finance/Accounting or other related field
• 1-3 years of finance/brokerage experience
• Series 7, 63 or 66 licenses and the ability to obtain Series 24 within 90 days of hire
• Proficiency in MS Word, PowerPoint, Excel
• Ability to quickly learn proprietary web-based account services applications
• Appreciation for compliance and adherence to government regulations
• A passion for Acorns and a desire to share that enthusiasm and knowledge with customers
• Ability to work independently and effectively
• High degree of professionalism and poise
• Excellent written and oral communications skills

What we offer:

• Competitive salary and stock options
• A comprehensive benefits package to meet the needs of you and your family
• Unlimited paid time off
• Corporate gym access
• Daily breakfast, weekly team lunches, and an endless supply of snacks
• Numerous career possibilities that allow you to grow with Acorns
• Talented and motivated team members who care deeply about one another, our mission and our customers
• The rare opportunity to create a new world. We inspire one another every day to do meaningful
• Work that solves big societal challenges

About Acorns:
Acorns is the leading micro-investing app in the U.S. It allows users to round up their daily purchases and automatically Invest the Change® into a low-cost, diversified portfolio of exchange-traded funds offered by some of the world’s top asset managers (including Vanguard and BlackRock). Founded in Newport Beach, Calif., by father and son team Walter and Jeff Cruttenden, Acorns provides a simple entry-point using the Acorns app on iPhone or Android. Customers accumulate fractional shares in one of five portfolios constructed by world-renowned Nobel Laureate economist Dr. Harry Markowitz. Acorns’ smart portfolio algorithms automatically work in the background of life, helping users build wealth naturally, pennies at a time. From Acorns mighty oaks do grow.

Mission:
With benevolence and courage, we look after the financial best interests of the up-and-coming; beginning with the empowering step of micro-investing.

Values:

• Lead with heart
• Make bold decisions
• Always build trust
• Never stop growing
• Advance our society